Ep. 32 - Industrial Sector Capitulation is a Buy Signal
2025 is turning out to be choppier than the last 2 years.
DeepSeek fears saw equities plunge…now the latest economic worries hit real world sectors.
Heavy rotations were spotted the last 3 days. And that’s good news.
Industrial sector capitulation is a buy signal.
I’ve said it before and I’ll say it again. Money rarely leaves markets…it rotates.
While cap-weighted indices were flogged the last few days, under the surface told a different, more constructive narrative.
Capitulation was spotted in 2 areas as money shifted to “safer” defensive groups. Today, we’ll highlight the biggest pain point…
The skinny
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